Overview of the Reporting & Assessment Review

As part of our 10-year Blueprint for responsible investment – looking at how to take responsible investment forward over the next decade – we committed to undertake an extensive review of our current reporting and assessment process between 2018 and 2021.

The aim of the review is to ensure that the PRI’s reporting and assessment:

  • has clear objectives of how it will contribute to driving change in the investment industry;
  • is fit for purpose;
  • remains relevant to evolving responsible investment practices;
  • is useful for signatories and the responsible investment market.

A unique opportunity to shape the Reporting Framework over the next five to 10 years, the review covers the Reporting Framework itself, as well its various outputs and tools, within the broader context of the responsible investment and ESG reporting landscape, and the requirement to drive more meaningful data throughout markets.

Latest updates:

Testing the developed Reporting Framework

As part of our continued engagement with signatories to create a robust new Reporting Framework, we invite signatories to express their interest in participating in testing the developments made to the framework and provide the PRI with feedback on the content. Apply here

Update webinars

We invite you to join one of our webinars to hear more about how PRI Reporting is evolving. We will be addressing important points raised in the second consultation, test the developments made in the framework through polling questions, and engage with signatories via a Q&A session. Find out more

Signatories can register for the following webinars:

Timeline for the Reporting & Assessment review

Report-assessment-timeline

 

2020 Consultation: phase two

During the second consultation phase, signatories had the opportunity to indicate their level of support for the proposal of what a new Reporting and Assessment framework could look like. The second consultation paper identifies the main objective of the Reporting and Assessment Framework, presents three guiding points of how to develop the Framework in order to support the main objective, and details the PRI’s proposal. The proposal was heavily based on signatory feedback during the first consultation phase, with oversight from the PRI Board and support from the Reporting and Assessment Advisory Committee.

In total, 267 signatories participated in the consultation, representing 9% of our signatory base. Please download the signatory consultation paper and the summary of the 2020 consultation results below:

2019 Consultation: phase one

As a first step of the review, the PRI undertook a signatory consultation between March and June 2019 to guide us on the future direction of reporting and assessment. In total, over 580 signatories participated in the consultation, representing 24% of our signatory base. Please download the signatory consultation paper and the summary of the 2019 consultation results below:

 Investor Survey PDF
 Service Provider Survey PDF
 Summary of the 2019 consultation results